Finance - Fixed Income Subject Matter Expert (SME) - AI Evaluator

Overview

This is a remote, freelance / project-based role for a Finance – Fixed Income Subject Matter Expert (SME). The engagement supports a short-term AI evaluation pilot focused on financial market content related to Mainland China and Spain.

You will review and validate AI-generated financial outputs—assessing technical accuracy, financial reasoning, and the quality and consistency of the information.

Responsibilities

• Evaluate financial content: Review AI-generated Fixed Income information, bond market analyses, investment explanations, and related financial content for accuracy, completeness, and relevance.
• Assess financial reasoning: Check financial calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions for technical accuracy.
• Verify financial information: Validate financial data, market terminology, investment concepts, and analytical findings using reliable financial references.
• Identify errors & inconsistencies: Detect incorrect calculations, unsupported assumptions, misleading interpretations, and missing financial considerations.
• Apply market-specific knowledge: Compare content against market structures, investment practices, and regulatory environments relevant to Mainland China or Spain.
• Review output quality: Evaluate completed work against project-specific guidelines, evaluation criteria, and established quality standards.
• Provide structured feedback: Document findings, explain issues, and recommend appropriate corrections supported by financial evidence.
• Complete independent evaluations: Perform assigned reviews through designated online platforms while maintaining accuracy, confidentiality, and deadlines.

Requirements

• Approximately 3–5 years of professional experience in Fixed Income, bond markets, debt securities, debt capital markets, investment research, or a closely related financial specialization.
• Demonstrated knowledge of Fixed Income instruments, market structures, bond valuation, credit analysis, or related investment principles.
• Relevant professional experience or education involving Mainland China's financial markets, or professional experience involving Spain's financial markets.
• Strong analytical and research skills, including the ability to interpret financial data and technical investment information.
• Ability to evaluate financial reasoning, identify inaccuracies, and explain technical findings.
• Strong written English communication skills (all project tasks and evaluations will be conducted in English).
• Comfortable using spreadsheets, financial research tools, digital documentation, and web-based applications.
• Ability to work independently, follow detailed project instructions, and consistently meet quality standards.
• Must meet the geographic eligibility requirements for the applicable market.

Market-Specific Location Requirements

Mainland China – Fixed Income

• Candidates must currently reside outside Mainland China, specifically in: Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States.
• Relevant expertise may include areas such as:
  • Chinese government bonds, corporate bonds, or other debt securities
  • Mainland China banking and interbank bond markets
  • Bond valuation, interest rates, credit analysis, or debt market research
  • Fixed income investment research, portfolio analysis, or financial reporting
  • Financial regulations and investment practices relevant to Mainland China
  • Interpretation and validation of Chinese financial market information

Spain – Fixed Income

• Candidates must currently reside in Europe or the United States.
• Relevant expertise may include areas such as:
  • Spanish government bonds, sovereign debt, or corporate debt securities
  • Spanish and European Fixed Income markets
  • Bond pricing, yield analysis, credit risk, or interest rate movements
  • Fixed income investment research, portfolio analysis, or financial reporting
  • Spanish and applicable European Union financial regulations
  • Interpretation and validation of Spanish financial market information

Preferred Qualifications

• Bachelor’s degree or higher in Finance, Economics, Accounting, Business Administration, or a related field.
• Experience working in investment banking, asset management, treasury, capital markets, fixed income research, or financial consulting.
• Familiarity with government bonds, corporate debt, credit markets, and fixed income valuation.
• Professional credentials such as CFA, FRM, or equivalent qualifications.
• Experience reviewing investment research, financial reports, market data, or analytical models.
• Familiarity with Mainland Chinese or Spanish financial regulations and market practices.
• Experience with international financial markets or cross-border investment activities.
• Experience in financial quality assurance, data validation, AI evaluation, or financial technology.
• Retired financial professionals with relevant Fixed Income experience are encouraged to apply.
• Prior AI evaluation experience is beneficial but not required.

Compensation & Benefits

• Engagement type: Freelance / Independent Contractor
• Work arrangement: Fully Remote
• Estimated workload: Approximately 36 total hours
• Compensation: Proposed $18–$45 USD/hour, based on location and qualifications
• Language: English
• Schedule: Based on project requirements and candidate availability
• Notes: Compensation ranges are preliminary and subject to final client approval. Assignments will be offered according to project needs. Workloads may vary, and consistent hours, minimum assignments, or ongoing work are not guaranteed.

Location

Fully remote. Candidates must meet the geographic eligibility requirements for the applicable market:

• Mainland China – Fixed Income: Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States (must currently reside outside Mainland China).
• Spain – Fixed Income: Europe or the United States.